Deposit Operations Specialist @ (December 2020 - September 2023)
Financial Center Assistant Manager @ (September 2008 - September 2020)
Jon Guzman Education
University of Houston-Downtown
Bachelor’s Degree (Communication Studies)
2013-2016
Houston City College
Associate of Arts (A.A.) (Communication, General)
2006-2008
Jon Guzman Skills
Banking
Bilingual-English/Spanish
Call Centers
Communication
Customer Experience
Customer Relationship Management (CRM)
Customer Retention
Customer Satisfaction
Customer Service
Finance
Financial Services
Insurance
Interpersonal Communication
Interpersonal Skills
Leadership
Loans
Management
Microsoft Office
Mortgage Lending
Retail Banking
Risk Management
Sales
Selling
Supervisory Skills
Team Leadership
Microsoft Excel
Public Speaking
Bilingual English/Spanish
Strategic Planning
Securities
Marketing
Fixed Annuities
Financial Analysis
Small Business
Long Term Care Insurance
Disability Insurance
Retirement Planning
Team Building
Annuity Sales
Asset Protection
Estate Planning
Health Insurance
Investments
Gifting Strategies
Key Person Protection
Licensed Life Insurance Agent
Succession Planning
401 Rollovers
Legacies
Multi Generational Planning
Wealth Preservation Planning
Dental Insurance
Employee Benefits
Analysis
Retirement
Jon Guzman Summary
Jon Guzman, based in Houston, TX, US, is currently a Deposit Operation Specialist at Stellar Bank. Jon Guzman brings experience from previous roles at Wallis Bank and Bank of America. Jon Guzman holds a 2013 - 2016 Bachelor’s Degree in Communication Studies @ University of Houston-Downtown. With a robust skill set that includes Banking, Bilingual-English/Spanish, Call Centers, Communication, Customer Experience and more. Jon Guzman has 1 emails and 1 mobile phone numbers on RocketReach.
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